Filed October 22, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,614 | $92,488+70.4% | $70,014+125.1% | $65,292+141.4% |
| Participation rate | 95.0% | 81.7%+13.3pp | 71.8%+23.2pp | 72.4%+22.5pp |
| Annual return | 6.48% | 20.13%-13.7pp | 12.99%-6.5pp | 11.84%-5.4pp |
| Employer contribution / active EE | $4,659 | $3,198+45.7% | $2,338+99.2% | $2,302+102.4% |
| Participant deferral / active EE | $7,955 | $4,112+93.5% | $2,931+171.4% | $3,579+122.3% |
| Admin fee / account holder | $0 | $58-100.0% | $4,380-100.0% | $57-100.0% |